Eric James Bradley

Citizens Private Wealth

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Citizens Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$5.9M average

Assets Under Management

$12.2B

Fee Structure

Minimum Investment:$3M

Location

Citi Private Bank, 407 N. Maple Drive, Suite 150, Beverly Hills, CA, 90210

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Eric co-owns Chill Foods with his wife, manufacturing and selling chili oil. He spends minimal time on this activity outside of securities trading hours.